| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| OFO OneAscent Family Office LLC OneAscent Family Office LLC | 2,962 | $178,941.85 | $222,001.9 | $43,060.05 | 24.06% |
| PR Philippe Reitzer Banque Transatlantique SA | 38,093 | $2.68M | $2.86M | $178,275.35 | 6.66% |
Maridea Wealth Management LLC Maridea Wealth Management LLC | 3,451 | $244,512.9 | $258,652.45 | $14,139.55 | 5.78% |
Jeffrey N. Yoffe Yoffe Investment Management LLC | 4,148 | $223,909.04 | $313,153.26 | $89,244.22 | 39.86% |
| RFL Rossby Financial LLC Rossby Financial LLC | 2,176 | $155,266 | $163,461.12 | $8,195.12 | 5.28% |
| DWM Dogwood Wealth Management LLC Dogwood Wealth Management LLC | 32,008 | $1.82M | $2.4M | $588,777.5 | 32.43% |
| BJM Brian J. Malizia Lakeshore Capital Group Inc. | 17,796 | $961,606.57 | $1.34M | $375,139.97 | 39.01% |
| LAM LOM Asset Management Ltd. LOM Asset Management Ltd. | 10,980 | $726,876 | $825,092.1 | $98,216.1 | 13.51% |
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 1 | $53.98 | $74.88 | $20.9 | 38.72% |
Invested Advisors Invested Advisors | 11,889 | $832,306.56 | $893,220.57 | $60,914.01 | 7.32% |